Our Wealth Management Services
As a fiduciary, we provide a wide variety of wealth management services that are ideal for individuals with at least $1 million in investable assets.
Many of those services fall into the broad categories of financial planning and investing.
Many others are ancillary, but still essential. Here’s an overview of our offerings.
WHO WE ARE
Boston-based Heritage Financial provides highly personal wealth management that combines detailed financial planning, diversified investment strategies, and meticulous oversight delivered by our skilled team of family-friendly and relentlessly thorough professionals operating out of our Westwood, Woburn, and Rockland, Massachusetts offices.
What Our Clients Say
Peace of mind and a feeling of security is what all of us wish for as each year flies by during these uncertain times. I wish I had not waited until 2019 before enlisting the help of HFS, but better late than never!
The team at HFS is approachable, accessible, professional and they can explain even the most complex financial topics in laymen terms. The HFS team practices the perfect blend of the science as well as art of financial planning. I thank them for taking me and my family on as clients!
From a grateful client and her entire family, Massachusetts
My Husband and I began to work with Heritage back in 2007. Since then, needless to say, our lives and the world have taken many turns. I am very pleased to say that Heritage has always helped us make the best possible decisions, based on whatever our needs were, at that particular time.
I trust Heritage implicitly to continue to manage my portfolio, especially during these challenging times.
Myrna, New York
As a long-time client, I have nothing but positive things to say about Heritage Financial. They have strong principles, solid investment strategies, great communication and look at the financial picture holistically - investments, savings, property, insurance, estate, education, etc. everything to help you reach your goals.
Heritage has gained my trust, they invest as if it were their own money.
In a few words - Personalized. Strategic. Detail oriented. Responsive.
Joe & Patti, Massachusetts
We've worked with three financial advisors over the course of the last 30+ years. We've worked with Heritage Financial Services for several years now. The firm is head and shoulders above the others. They are consistently proactive about keeping us informed, via various modes of communication, so you can choose what works best for you. They are responsive to our (many) questions. If we fail to respond to a request for information, they gently remind us. They stay current with technology. They don't let us drop the ball, which we appreciate. The team is skilled, smart, warm and deep. We feel lucky to be working with Heritage.
This testimonial has been given by a current client of Heritage Financial Services. No compensation was provided for this testimonial.